Marcuard Family Office’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $245K | Hold |
7,000
| – | – | 0.53% | 24 |
|
|
2014
Q2 | $249K | Hold |
7,000
| – | – | 0.56% | 22 |
|
|
2014
Q1 | $238K | Sell |
7,000
-20,000
| -74% | -$680K | 0.58% | 23 |
|
|
2013
Q4 | $895K | Hold |
27,000
| – | – | 1.92% | 17 |
|
|
2013
Q3 | $842K | Sell |
27,000
-7,500
| -22% | -$234K | 1.61% | 21 |
|
|
2013
Q2 | $1.07M | Buy |
+34,500
| New | +$1.07M | 1.73% | 17 |
|